See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,212 | $72,400-55.5% | $67,502-52.3% | $145,922-77.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.5pp | 80.3%+13.1pp |
| Annual return | 16.18% | 7182.46%-7166.3pp | 3512.12%-3495.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $288 | $3,069-90.6% | $2,731-89.5% | $4,660-93.8% |
| Participant deferral / active EE | $288 | $4,783-94.0% | $4,000-92.8% | $6,688-95.7% |
| Admin fee / account holder | $2,803 | $5,539-49.4% | $3,998-29.9% | $13,397-79.1% |